Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

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Ever get a referral email from a great client and think, “Ugh… now what?” You want to honor the relationship, but you’re dreading another 45-minute discovery call that goes nowhere. 

In this episode, I share a simple, transparent system that saves everyone’s time — yours, your client’s, and the prospect’s. You’ll learn how to filter early, protect every relationship in the chain, and stay in control of your calendar without burning your energy or goodwill.

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Link to full shownotes: 

https://www.businessstrategyforcpas.com/371

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Want Pricing Essentials?

If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work. 

Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. 

Break the pattern with my short PDF guide:
7 Pricing Essentials »
It’s free and you can read it in 5 minutes.

I want to help you get your prices up without losing loyal clients.  

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Want client interviews?

310 From Exhausted to Having Her Life Back: Wendy Norman, CPA

304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA

293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA

Complete list:

geraldinecarter.com/client-interview-episodes

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FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

THE EMAIL COURSE – Free
geraldinecarter.com/stop-working-weekends
Stop Working Weekends will teach you how to reduce your hours without giving up revenue. 

THE BOOK – $9.99

geraldinecarter.com/book
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue

PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture

DOWN TO 40 HOURS ACCELERATOR – $995/mo
geraldinecarter.com/40
For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. 

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Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆